Modera specializes in providing wealth management and portfolio management services.

Consulting

Finance

Information Technology

Insurance

Investment Management

Modera Wealth Management

Modera Wealth Management's headquarters in Westwood, NJ, United States

Located in Asheville, this office likely focuses on wealth management and client services, supporting robust financial planning.

Asheville 2

The Tryon office likely focuses on financial and planning services, providing tailored support to clients in the region.

Tryon

Tom Orecchio

Adam Leone

Jeanne Owens

Peter Somich

Kirsten Ly

Anna L.

James Kipp

George T. Padula

Laurie A. Vitali

Kevin P. Sweeney

Rakhee Gor

Theresa Apruzzese Days

Charles P. Boinske

This department focuses on providing financial planning and investment management services to clients.

Wealth Management

The Finance and Taxation team at Modera Wealth Management focuses on optimizing clients' financial strategies through comprehensive tax planning, investment management, and compliance oversight. They work collaboratively to ensure efficient asset allocation, maximize wealth retention, and provide expert guidance on tax-related matters, enhancing the overall financial well-being of clients.

Finance and Taxation

This department focuses on developing strategies and coordinating activities to optimize resources and achieve organizational goals.

Planning Department

The Leadership Team at Modera Wealth Management is responsible for setting the strategic direction of the firm, overseeing operations, and ensuring the delivery of exceptional wealth management services. This team, comprised of experienced principals in various leadership roles, collaborates to enhance client experiences, drive compliance, manage investments, and cultivate a strong organizational culture, ultimately aiming to foster long-term client relationships and sustainable growth.

Leadership Team

This department focuses on managing and enhancing client relationships and delivering high-quality service to clients.

Client Services

This department provides financial planning and advisory services to clients, helping them manage their investments and achieve their financial goals.

Modera Wealth Management

Org chart

Teams

Wealth Management

Finance and Taxation

Planning Department

Leadership Team

Client Services

Financial Services

Offices

Modera Wealth Management

Org chart

Teams

Wealth Management

Finance and Taxation

Planning Department

Leadership Team

Client Services

Financial Services

Offices

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